How do you track which piece of content was requested when using a global form? | Community
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A
Anonymous
May 28, 2014
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How do you track which piece of content was requested when using a global form?

  • May 28, 2014
  • 2 replies
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Each piece of content available on our website has its own program that uses local assets with the exception of the form.  We use a global form. 

I would like to include in the sales alert emails that are triggered when someone fills out a form requesting a piece of content on our website the name of the piece of content that was requested.  This way the sales rep can see right away what the person is interested in.  Right now, they'd have to look at the MSI panel in SFDC to see what landing page the person visited to figure that out.

Is it possible to do this with our current set-up?  If so, how?  And if not, what do we need to change in our set-up to make this possible?
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Best answer by Josh_Hill13

Yes, you can try several things:

1. Setup a URL Parameter that the form is listening for. A hidden field "Last Asset" can be populated. Then see #3.

2. You can use a Fills Out Form Trigger:

Fills Out Form X on Page Y and that will create an interesting moment or add a value to Last Asset.

3. You can use Last Asset to stamp an Interesting Moment or add that as a Token to your Sales Alert.

You can make this part of each Program's flow for alerting sales. There's probably an elegant centralized system, but I can't do more without seeing your other setup.

2 replies

Josh_Hill13
Josh_Hill13Accepted solution
Level 10
May 29, 2014

Yes, you can try several things:

1. Setup a URL Parameter that the form is listening for. A hidden field "Last Asset" can be populated. Then see #3.

2. You can use a Fills Out Form Trigger:

Fills Out Form X on Page Y and that will create an interesting moment or add a value to Last Asset.

3. You can use Last Asset to stamp an Interesting Moment or add that as a Token to your Sales Alert.

You can make this part of each Program's flow for alerting sales. There's probably an elegant centralized system, but I can't do more without seeing your other setup.

A
Anonymous
May 30, 2014
Thanks, I ended up creating Last Asset field, and adding that to each program's flow and adding it as a token to the Sales Alert.  When I tested it, the alert did show which piece of content had been requested.
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